Latest Institutional Sells of Pimco Corporate & Income Opportunity Fund (PTY)
This list provides information on the latest institutional transactions involving Pimco Corporate & Income Opportunity Fund (PTY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-150K- 13.86% |
$1.91M - $2.18M
|
932K
$13.3M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127K- 39.69% |
$1.61M - $1.84M
|
193K
$2.75M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-67.6K- 8.52% |
$859K - $982K
|
726K
$10.4M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.8K- 78.08% |
$455K - $520K
|
10K
$143K
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.9K- 20.4% |
$392K - $448K
|
120K
$1.72M
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.3K- 25.35% |
$258K - $294K
|
59.7K
$853K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 4.19% |
$242K - $277K
|
435K
$6.22M
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-17.5K- 39.71% |
$222K - $254K
|
26.5K
$379K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.4K- 63.48% |
$221K - $252K
|
10K
$143K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 15.43% |
$147K - $169K
|
63.6K
$908K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 19.16% |
$127K - $145K
|
42.2K
$603K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8.32K- 4.03% |
$106K - $121K
|
198K
$2.83M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.06K- 7.98% |
$89.8K - $103K
|
81.4K
$1.16M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.08K- 18.84% |
$77.3K - $88.3K
|
26.2K
$374K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.62K- 3.42% |
$71.4K - $81.5K
|
159K
$2.27M
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4.99K- 11.21% |
$63.4K - $72.5K
|
39.5K
$565K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.35K- 24.53% |
$55.3K - $63.2K
|
13.4K
$191K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.37K- 10.68% |
$42.8K - $48.9K
|
28.2K
$402K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.26K- 4.27% |
$41.4K - $47.3K
|
73K
$1.04M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.02K- 40.29% |
$38.4K - $43.9K
|
4.48K
$64K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3K- 9.06% |
$38.1K - $43.6K
|
30.1K
$430K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.9K- 16.84% |
$36.8K - $42.1K
|
14.3K
$204K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.63K- 13.36% |
$33.4K - $38.2K
|
17.1K
$244K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2K- 50.63% |
$25.4K - $29K
|
1.95K
$27.8K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 4.14% |
$22.1K - $25.2K
|
40.2K
$575K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.6K- 54.81% |
$20.3K - $23.2K
|
1.32K
$18.8K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.06K- 5.52% |
$13.4K - $15.3K
|
18.1K
$258K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-805- 1.21% |
$10.2K - $11.7K
|
65.9K
$941K
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-635- 2.08% |
$8.07K - $9.22K
|
29.8K
$426K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-563- 0.32% |
$7.16K - $8.17K
|
176K
$2.51M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-323- 1.98% |
$4.11K - $4.69K
|
16K
$229K
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-320- 2.6% |
$4.07K - $4.65K
|
12K
$171K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 0.87% |
$2.16K - $2.47K
|
19.4K
$277K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 1.27% |
$1.79K - $2.05K
|
11K
$156K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 13.27% |
$1.65K - $1.89K
|
850
$12.1K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-74- 0.22% |
$941 - $1.07K
|
33.5K
$479K
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-288K- 96.44% |
$4.09M - $4.27M
|
10.6K
$151K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.6K- 80.14% |
$663K - $691K
|
11.5K
$165K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 86.19% |
$199K - $208K
|
2.25K
$32.1K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.97K- 64.41% |
$84.9K - $88.6K
|
3.3K
$47.1K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.4K- 2.65% |
$48.3K - $50.4K
|
125K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.8K- 4.49% |
$25.6K - $26.7K
|
38.3K
$547K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.44K- 2.22% |
$20.5K - $21.4K
|
63.5K
$907K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.38K- 99.86% |
$19.6K - $20.5K
|
2
$28.6
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 63.01% |
$17.3K - $18.1K
|
715
$10.2K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 9.09% |
$14.2K - $14.8K
|
10K
$143K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-774- 4.06% |
$11K - $11.5K
|
18.3K
$261K
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-403- 1.43% |
$5.73K - $5.98K
|
27.8K
$397K
|
|
Q4 2024 | |||||||
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 44.64% |
$153K - $158K
|
13.3K
$189K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5K- 45.45% |
$71.4K - $74.1K
|
6K
$85.7K
|